People Over 55Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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Taxes, Risks & FeesWe all want the money we save for retirement to last as long as we do and provide us with as much income as possible without any risk of running out of money. The money we save in a 401k, 403b, IRA or SEP plan is simply not the best way to grow and protect our retirement savings or provide retirement income for the rest of our lives without running the risk of running out of money. Watch this video to learn about a better solution.
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IUL Retirement PlanThere are three problems with the way we save for retirement in a 401k, 403b, IRA, or SEP: income taxes, investment losses, and management fees. Together they can reduce our retirement income by at least 30 or 40% but they are all avoidable. Watch this video to learn how you can earn Tax Free Retirement Income without those losses.
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Social SecurityThe standard retirement age for social security benefits is currently between 65 and 67 depending on our birthdate but we can start our retirement benefits as early as age 62 or as late as age 70. The choice of when to start your retirement benefits can be extermely impactful in the long-term benefits you receive. Watch this video to learn more about your options.
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Pension MaximizationWhen you are ready to retire but before you begin your pension payout, you will need to decide if you want benefits paid only to you for as long as you live, known as a “single life” payout; or to both you and your spouse for as long as you both live, known as a “joint life” payout. Watch this video to learn how you can maximize your pension during retirement.
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Withdrawal GuaranteeWhen we retire, we will need to convert our retirement savings into retirement income. But what if the market crashes during our retirement like it did in 2008 and 2009 and we lose 50% of our savings. Will we still have enough to continue our withdrawals? Watch this video to learn about how withdrawal guarantees can help you stay comfortable throughout your retirement.
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Reverse MortgageYou're at least 62 years old and you're living on a fixed income or at least a tight budget and as the cost of living goes up, may be you worry about paying your bills, maybe you home needs a new roof, or you owe property taxes. Maybe you or your spouse need home nursing care or expensive medical equipment that you can't afford. Watch this video to learn about how Reverse Mortgage can help you stay comfortable throughout your retirement
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Indexed AnnuityHere's the problem, growing our money and protecting out earnings without the risk of losing any of it. Because we now know that 10 years of stock market gains can be completely wiped out in only 10 weeks of stock market losses, Watch this video to learn more about indexed Annuity.
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Retirement QuestionAs we plan for our retirement, there are four questions we need to ask ourselves or our retirement planning advisor: How much? How long? How Safe? And, what cost? Let’s start with “How Much”… that is, how much income we think we’ll need each and every year for the rest of our lives including all the activities we want to enjoy during our retirement like travel, recreation, and entertainment? Watch this video to learn more about retirement.
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